Client Login Sign up to E-Briefing

Milly Bell

Associate Adviser

I have worked at Lester Brunt since September 2020 starting as a Client Support Specialist, in 2022 I joined the Paraplanning Team and began my journey to becoming Diploma qualified. I passed my final exam in March 2024 and now I'm working alongside Bodie Dove, who is one of our Chartered Financial Advisers.

With my final exam passed, my training continues as I prepare for being a fully qualified adviser for Lester Brunt

I work closely with Bodie and his client’s, attending meetings and supporting Bodie with the work that is required to ensure that they receive a high level of ongoing service such as rebalancing their portfolios and cashflow modelling. I also support him with new client onboarding, gathering information on clients existing arrangements from their current providers to ensure that our clients are receiving the holistic approach to advice that we here at Lester Brunt Wealth Management provide.

"Every day's a school day Im enjoying the role of associate adviser whilst learning from the best."

Milly Bell

Outside work

What i'm passionate about

Meet my Team

Video

Please note that the Associate Advisers are not yet authorised to provide financial advice.

Contact

Want to find out more?

Get in touch today to see how one of our advisers could help you.

Name

Email

Phone

Message

X

    We aim to call within one working day

    01202 695 801

    Your Partner, together with St. James's Place Wealth Management pc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of vour personal data, please see the Partner's privacy policy which can be accessed on their website and St. James's Place Wealth Management plc's privacy policy which can be accessed at www.sjp.co.uk/privacy

    Let's find the best adviser for you

    What services can we help you best with?

    Thank you for getting in touch with Lester Brunt.

    Your message has been sent and a member of the team will reply to you shortly.

    Feel free to answer the above questions to help us get to know you better

    Let's find the best adviser for you

    How did you hear about Lester Brunt?

    Thank you for getting in touch with Lester Brunt.

    Your message has been sent and a member of the team will reply to you shortly.

    Feel free to answer the above questions to help us get to know you better.

    Keep in touch

    Keep up to date with our latest news

    Fill in your details to receive our emails

      Email

      Lester Brunt Wealth Management is an Appointed Representative of and represents only St. James’s Place plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

      Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd. Lester Brunt Wealth Management Ltd is registered in England and Wales, Number: 10973718. Registered Office: 7 & 8 Church Street, Wimborne Minster, Dorset, BH21 1JH.

      Privacy Policy Site Disclaimer Terms & Conditions